Campolo, Middleton & McCormick, LLP seeks a Finance Analyst/Associate for Strata Alliance, a multi-family office. Based in Ronkonkoma, this full-time role is ideal for an ambitious professional looking to work on a variety of exciting projects involving clients who are sophisticated business owners and high-net-worth individuals. This role is well-suited for an entrepreneurial, client service focused individual with deep technical skills in finance and strategy. This individual thrives in team-based, collaborate environments, loves to problem solve, and is a self-starter. It is an excellent opportunity with room for growth within a rapidly expanding organization.
Responsibilities: This Role Encompasses Three Different Work Streams and Responsibility Sets
- Family Office Alternative Investments
- Collaborate with Director of Finance on analyzing, executing strategic/financial due diligence, and working through investment opportunities. Opportunities include proprietary direct investments and private equity fund investments.
- Provide detailed market research and analytics to support the direct investment function
- Manage day-to-day execution of the capital raise process within the Strata Alliance family network
- Support Strata Director of Finance with ad hoc tasks and networking with family office and fund partners
- Financial Office Business Advisory
- Provide family office clients with ad-hoc business advisory services to include financial analysis, financial modelling, and business valuation
- Aid in business advisory services surrounding major liquidity events and/or inorganic growth opportunities to include:
- Financial modelling, review and analysis
- Due diligence support / process management – interacting with clients to procure accurate/timely provision of due diligence
- Market valuation analysis
- Family Office Personal Financial Services
- Aid in ad-hoc financial analyses of HNW client’s personal assets
- Provide personal financial modelling to aid in wealth planning initiatives
Qualifications
- Bachelor’s degree required
- MBA with finance concentration/M.S. in Finance/Business Analytics/Accounting degree preferred
- 1-4 years of experience preferred, preferably gained through an investment banking, family office, or private equity role
- Excel Fluency / Expertise
- Comfort / Proficiency with Financial Analysis and Financial Statements
CMM is an equal opportunity employer.
Salary range: $100,000 – $125,000 per year, compensation commensurate with experience
Benefits include health, dental, and vision insurance, life insurance, SIMPLE IRA with employer match, and paid time off
Please email resume and cover letter to recruiting@cmmllp.com.